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ADVANCE CAPITAL MANAGEMENT INC
ADVANCE CAPITAL MANAGEMENT INC
SOUTHFIELD, Michigan
·
7 registered advisors
·
CRD# 110767
SEC# 801-28092
7
248-350-8543
01
Firm Overview
AUM
$4.0B
Regulatory assets under management
Employees
55
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ADVANCE CAPITAL MANAGEMENT INC
7 registered advisors
Christopher Michael Kostiz
SOUTHFIELD, Michigan
CRD# 2425265
Gerald Walker Malone
SOUTHFIELD, Michigan
CRD# 2569210
Joseph Robert Theisen
SOUTHFIELD, Michigan
CRD# 4275238
Julie Ann Katynski
SOUTHFIELD, Michigan
CRD# 2610072
Kathy Jo Harkleroad
SOUTHFIELD, Michigan
CRD# 2128508
Robert Lawrence Kleber
SOUTHFIELD, Michigan
CFP
CRD# 3013331
Todd Allan Marriott
SOUTHFIELD, Michigan
CRD# 4938388
05
Office Locations
SOUTHFIELD, Michigan
7 advisors
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Data sourced from SEC Form ADV filings. ADVANCE CAPITAL MANAGEMENT INC (CRD# 110767) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.